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Arca Previdenza Rendita Sostenibile C
25.315
-1.79%
Currency: EUR
Date: 25/03/31
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 25.315 | 25.776 | EUR | 25/03/31 | -1.79 |
Terms
| Isin | N.Av. |
| Contract Type | Fondo Comune Inv. |
| Currency | EUR |
| Class | C |
| Risk Class | 3 |
| Assogestioni Category | Bilanciati Obbligazionari |
| Declared Benchmark | N.Av. |
| Start Date | 98/12/15 |
| Advisor Name | Arca Sgr Spa |
| Fund Asset Under Management | 108,0270 at 24/08/30 |
Performance
| Cumulatives | |
|---|---|
| 1 month | -1.79 |
| Ytd | -0.97 |
| 1 year | +2.30 |
| 3 years | +4.43 |
| 5 years | +13.20 |
| Yearly | |
|---|---|
| 03/31/2024 | +5.64 |
| 03/31/2023 | +7.00 |
| 03/31/2022 | -10.62 |
| 03/31/2021 | +3.37 |
| 03/31/2020 | +3.15 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Company
Arca Sgr Spa
Via Disciplini n. 3 20123 - Milano
Tel. +39-02480971
Via Disciplini n. 3 20123 - Milano
Tel. +39-02480971
Costs
| Entrance (ACP) | Min: 65,0000 - Max: 65,0000 |
| Management | 1.2 |
| Reimbursement | 20 |
| Administrative | 20; 5 |
| Switch | 20 |
| Tunnel | N.D. |
Subscription
| One Solution | |
|---|---|
| Initial | 0,0000 EUR |
| Integrative | 0,0000 EUR |
| Accumulation Plan | |
|---|---|
| Duration | N.Av. |
| Minimum Payment Unit | N.Av. |
| Initial Payment | 0,0000 |
Costs
| Entrance (ACP) | Min: 65,0000 - Max: 65,0000 |
| Management | 1.2 |
| Reimbursement | 20 |
| Administrative | 20; 5 |
| Switch | 20 |
| Tunnel | N.D. |
Performance
| Cumulatives | |
|---|---|
| 1 day | -1.79 |
| 1 week | -1.79 |
| 1 month | -1.79 |
| 3 months | -0.97 |
| 6 months | -0.99 |
| From the beginning of the year | -0.97 |
| 1 year | +2.30 |
| 2 years | +9.48 |
| 3 years | +4.43 |
| 4 years | +3.34 |
| 5 years | +13.20 |
| Yearly | |
|---|---|
| 03/31/2024 | +5.64 |
| 03/31/2023 | +7.00 |
| 03/31/2022 | -10.62 |
| 03/31/2021 | +3.37 |
| 03/31/2020 | +3.15 |
| Rating |
|---|
| N.Av. |
| Score |
|---|
| N.Av. |
Efficiency Indicators
| Sharpe 1 year | -0.2972 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | -0.1656 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.2522 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | -0.3549 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | -0.2263 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 0.363 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +3.70 |
| 3 years | +5.83 |
| 5 years | +5.13 |
| Negative Volatility | |
|---|---|
| 1 year | +3.10 |
| 3 years | +4.27 |
| 5 years | +3.56 |
Benchmark
| Standard Volatility | |
|---|---|
| 1 year | N.Av. |
| 3 years | N.Av. |
| 5 years | N.Av. |
| Negative Volatility | |
|---|---|
| 1 year | N.Av. |
| 3 years | N.Av. |
| 5 years | N.Av. |
Updated Monthly - 25/03/31
Relative
| Sharpe | -0.1656 |
| Sortino | -0.2263 |
| Bull Market | +2.70 |
| Bear Market | -2.09 |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
Three years data
| Risk Class | 3 |
General
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year
16,753
+2.30
3 years
11,101
+4.43
5 years
8,378
+13.20
|
16,753 | +2.30 | 11,101 | +4.43 | 8,378 | +13.20 |
|
Total Volatility
1 year
1,048
+3.70
3 years
1,400
+5.83
5 years
1,475
+5.13
|
1,048 | +3.70 | 1,400 | +5.83 | 1,475 | +5.13 |
|
Negative Volatility
1 year
1,612
+3.10
3 years
1,888
+4.27
5 years
1,746
+3.56
|
1,612 | +3.10 | 1,888 | +4.27 | 1,746 | +3.56 |
|
Sharpe Index
1 year
1,879
-0.30
3 years
2,379
-0.17
5 years
2,559
+0.25
|
1,879 | -0.30 | 2,379 | -0.17 | 2,559 | +0.25 |
|
Sortino Index
1 year
3,653
-0.35
3 years
3,175
-0.23
5 years
3,229
+0.36
|
3,653 | -0.35 | 3,175 | -0.23 | 2,559 | +0.36 |
By Category
| 1 year | 3 years | 5 years | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year
261
+2.30
3 years
107
+4.43
5 years
44
+13.20
|
261 | +2.30 | 107 | +4.43 | 44 | +13.20 |
|
Total Volatility
1 year
12
+3.70
3 years
36
+5.83
5 years
39
+5.13
|
12 | +3.70 | 36 | +5.83 | 39 | +5.13 |
|
Negative Volatility
1 year
27
+3.10
3 years
35
+4.27
5 years
36
+3.56
|
27 | +3.10 | 35 | +4.27 | 36 | +3.56 |
|
Sharpe Index
1 year
36
-0.30
3 years
32
-0.17
5 years
14
+0.25
|
36 | -0.30 | 32 | -0.17 | 14 | +0.25 |
|
Sortino Index
1 year
77
-0.35
3 years
48
-0.23
5 years
18
+0.36
|
77 | -0.35 | 48 | -0.23 | 18 | +0.36 |
Data provided by 
